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Paragon Wealth Strategies’s Autodesk ADSK Stock Holding History

Paragon Wealth Strategies’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29
Closed -$5K – 249
2022
Q3 		$5K Buy
+29
New +$5.86K ﹤0.01% 128
2021
Q3 		– Sell
-29
Closed -$8K – 50
2021
Q2 		$8K Buy
+29
New +$8.27K ﹤0.01% 200

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paragon Wealth Strategies's ADSK Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Autodesk (ADSK) in Q4 2022, closing a stake of 29 shares — an estimated $5K sold.

Paragon Wealth Strategies first reported a position in ADSK in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 1,092 funds tracked by Wall St. Rank hold ADSK as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining Autodesk position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 29 Autodesk shares in Q4 2022, an estimated $5K.
  • Paragon Wealth Strategies first reported a position in Autodesk in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Autodesk position peaked at $8K in Q2 2021.
  • 1,092 funds tracked by Wall St. Rank held Autodesk as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.